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Principal Civil Service Pension Scheme (M00778)
Ms Cyrus has made a number of allegations against the ES and the DfEE. Principally, these relate to the consideration of her eligibility for Retrospective Ill Health Retirement (RIHR) or the Early …
NFU Mutual Retirement Annuity Policies 304545/304845/304846/305302/368114/368115 (M01180)
Mr Hill originally had six retirement annuity policies (RAPs) with NFU. In 1994 he transferred five of these to a personal pension plan (policy no. 08092636) However, from 1998 onwards NFU sent Mr Hill bonus statements and quotations in respec …
Teachers’ Pension Scheme (L00466)
Mrs Small is concerned that Teachers’ Pensions/DfEE’s decision to cease to pay her widow’s pension from the Scheme when she remarried is in breach of her Human Rights. Mrs Small also says that Internal Dispute Resolution (IDR) procedure did not comply with the H …
Harlow Agricultural Merchants Ltd Pension & Life Assurance BenefitScheme II (L00511)
Mrs Eldridge alleges maladministration by Scottish Equitable in its capacities as manager and administrator of the Sc …
Principal Civil Service Pension Scheme (L00766)
Mr Amos complains of the failure of HM Customs and Excise to allow maximum payment of additional periodical contributions. He claims this has caused financial loss to him and also seeks compensation for the distress and inconvenience he has suffered. Some of the issue …
Accenture Retirement Savings Plan (M00782)
Mr Clark alleges there was delay by Mercer in providing him with a valuation of his fund and retirement quotations; delay in the actual transfer of his fund; and a distinct lack of assistance with respect to the procedure and documentation necessary for the transfer. Co …
Teachers’ Additional Voluntary Contribution Scheme (N00637)
Miss Farrar complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fa …
Royal London Staff Pension Fund (L00599)
Mr Buckley complains that he has not been awarded the incapacity pension to which he is entitled and that he has suffered financial loss as a consequence. He is unable to take his deferred pension before age 60 although he could obtain a pension …
The Saint-Gobain Pipe Division UK Pension Scheme (M00149)
Mr Cook says that Trustee wrongly assumed that the Guaranteed Minimum Pension (GMP) element of his early retirement pension from the Scheme would be increased by the State after he attained State Pension Age. Some of the issues before me might be seen …
Local Government Pension Scheme (M00987)
Mrs Phillips alleges that CCC, her former employer, delayed in properly investigating and responding to her concerns that her pension had been miscalculated. She alleges that this caused her distress and inconvenience. Some of the issues before me might be seen as complai …
Capita Group Money Purchase Scheme (M01015)
Dr Gilchrist states that Capita and the Trustees failed to pay the correct value on the transfer of his benefits from the Scheme to a personal pension plan. He claims that the shortfall is £606.25. Some of the issues before me …
Sun Life of Canada Personal Pension Plan (M01032)
Mrs Cox says she wanted the Plan to be deferred on a year by year basis from her 61st birthday. Instead, however, the Plan was deferred until her 65th birthday. Furthermore, because Sun Life was sending terminal notices to an incorrect address, Mrs Cox w …
Allied Dunbar Section 226 retirement Annuity Plan (the Plan) (M01135)
Mr Swaine says that it was unjustifiable and unreasonable that Allied Dunbar imposed a transfer penalty when he transferred the proceeds of the Plan to another provider. Some of the issues before me might be seen as complaints of maladministration while ot …
Inchcape Motors Pension Scheme (L00713)
Mr R Hughes and Mr M Hughes complain of maladministration by the Scheme Manager in that in distributing the death in service benefit of their late father, William …
Children 1st Pension Scheme (M00643)
The Employer says that Scottish Life has changed its practice regarding penalties on the discontinuance of the Scheme, without advising the Employer, the Trustees or their advisers of the change.
Communisis Pension Scheme (M00788)
Mr Jukes complaints that the Scheme Trustees (Communisis Pension Plan Trustees) wrongly withdrew the grant of a partial incapacity ill-health pension and that he has suffered loss as a consequence. THE SCHEME Rule 1 …